Recently, Fouquet, the new president and CEO of ASML, a leading global semiconductor equIPMent manufacturer, pointed out at an industry forum that many chip buyers, including the German automotive industry, are urgently in demand for traditional process chips that Chinese chip manufacturers are currently investing heavily in. This statement further highlights the indispensable importance of traditional process chips (also known as mature process chips, mainly referring to processes of 28 nanometers and above) in the global semiconductor market.

Fouquet emphasized, "With the popularization of technology and the diversification of application scenarios, especially in the automotive manufacturing industry, the demand for traditional process chips with high stability and cost-effectiveness is increasing. As a leader in the global automotive industry, Germany's car manufacturers urgently need these chips manufactured based on mature and reliable technologies to ensure the stability of production lines and the market competitiveness of products

Traditional process chips are widely used in various aspects of people's daily lives, from household appliances, electronic devices to medical equipment, all of which rely on their stable operation. Especially in the automotive field, with the accelerated development of intelligent and networked automobiles, although the demand for advanced process chips is also increasing, traditional process chips still play a crucial role in ensuring the baSIC functions of vehicles and the stability of control systems.

As a key link in the global integrated circuit industry chain, ASML's semiconductor equipment occupies a pivotal position in the global market, and the production equipment of traditional process chips is one of its important sources of income. However, in recent years, the implementation of US export control policies has had a significant impact on ASML's revenue, indirectly reflecting the complexity and interdependence of the global semiconductor industry chain.

It is worth noting that China's chip manufacturing industry is developing at an unprecedented speed. According to the latest forecast by the Semiconductor Industry Institute (SEMI), by 2025, the production capacity of Chinese chip manufacturers will significantly increase by 14%, a growth rate far exceeding other countries in the world, reaching 10.1 million pieces per month, accounting for about one-third of the global total production. This data not only demonstrates China's strong growth momentum in the semiconductor industry, but also indicates that China will play a more important role in the global semiconductor supply chain.

Facing the future, ASML and the global semiconductor industry generally believe that strengthening international cooperation, promoting technological exchanges, and jointly addressing challenges are the key to promoting the sustainable development of the semiconductor industry. Especially in the field of traditional process chips, the rise of Chinese manufacturers has provided more choices for global chip buyers and injected new vitality into the stability and development of the entire industry chain.